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CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:

1. Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?

A) Revisit Jonathan's goals, objectives and risk tolerance with him.
B) Remind Jonathan that investing is a long-term process and losses will likely be recovered.
C) Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
D) Offer alternative investment options in line with Jonathan's risk tolerance.

2. Owen and Lina are looking to purchase a home in the next few months. Owen is the primary income earner for the family. His credit history is weak with several recently paid collections Lina has a perfect credit record but limited income and irregular employment. What will their financial planner advise them about the impact their credit ratings will have on their ability to secure a mortgage?

A) The primary income earner must have a minimum credit score to qualify
B) Since Owen's collections are paid, they would be able to qualify
C) Lina's strong credit rating will make up for Owen's credit history
D) Lina's low income will prevent them from qualifying

3. Robert is meeting with his wealth advisor to review options to put a plan in place to save for his children's education. He has a daughter, age seven, and a disabled son, age four Robert would like to maximize his savings towards this goal, ensure the strategy is tax efficient and utilize available grants. Which option is most appropriate for Robert's plan?

A) Establish individual RESP for his children
B) Set up an education purpose trust account for both beneficiaries with a lump-sum investment
C) Establish a family RESP and start contributions
D) Establish a group RESP and start contributions

4. Which assets will flow through an estate?

A) Assets held in an inter vivos trust.
B) Assets which the owners are registered as joint tenants with rights of survivorship.
C) Business assets covered by a buy-sell agreement.
D) Assets which the owners are registered as tenancy in common.

5. Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A) Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
B) Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
C) Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.
D) Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.

Solutions: